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Case Manager

Company: VirtualVocations
Location: South Bend
Posted on: February 9, 2024

Job Description:

A company is looking for a Case Manager.
Key Responsibilities:

Process and monitor new business submissions, answer post-sale questions, and manage issues through to resolution
Provide superior service to advisors through inbound calls and emails, addressing their needs and concerns
Proactively provide updated information regarding contract status, outstanding requirements, and transaction explanations

Required Qualifications:

Associate's degree in a business field or equivalent education/experience
One year of financial services operations or related industry experience
PC skills for data entry, documentation, and navigation within multiple systems
Knowledge of life and/or annuity products/operations is preferred
Service delivery knowledge of pre and post issue workflows/timelines is preferred

Keywords: VirtualVocations, South Bend , Case Manager, Executive , South Bend, Indiana

Click here to apply!

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